-6.9%
HPS vs VOO
+75.1%
-82.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -2.0% |
| 7D | -1.3% | -0.9% | -0.4% | -0.9% |
| 30D | +1.3% | -2.3% | +3.6% | +2.4% |
| 3M | -15.6% | -1.2% | -14.4% | -15.1% |
| 6M | -16.8% | +3.3% | -20.1% | -18.2% |
| YTD | -11.3% | +12.3% | -23.6% | -16.3% |
| 1Y | -16.0% | +12.5% | -28.5% | -20.9% |
| 3Y | +21.9% | +79.2% | -57.3% | -9.8% |
| 5Y | -6.9% | +75.7% | -82.6% | -31.5% |
| All | -6.9% | +75.1% | -82.1% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling